Vestmark Advisory Solutions Inc. boosted its position in Visa Inc. (NYSE:V – Free Report) by 69.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 72,037 shares of the credit-card processor’s stock after buying an additional 29,421 shares during the quarter. Vestmark Advisory Solutions Inc.’s holdings in Visa were worth $25,264,000 at the end of the most recent quarter.
Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Clayton Financial Group LLC grew its holdings in shares of Visa by 446.2% during the fourth quarter. Clayton Financial Group LLC now owns 71 shares of the credit-card processor’s stock valued at $25,000 after purchasing an additional 58 shares during the last quarter. PayPay Securities Corp grew its holdings in shares of Visa by 102.7% during the fourth quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor’s stock valued at $26,000 after purchasing an additional 38 shares during the last quarter. Cresta Advisors Ltd. bought a new position in shares of Visa during the fourth quarter valued at approximately $26,000. Parvin Asset Management LLC grew its holdings in shares of Visa by 200.0% during the third quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock valued at $26,000 after purchasing an additional 50 shares during the last quarter. Finally, Dorato Capital Management bought a new position in shares of Visa during the fourth quarter valued at approximately $30,000. 82.15% of the stock is owned by institutional investors.
Analysts Set New Price Targets
Several equities analysts have recently commented on the company. Macquarie Infrastructure reaffirmed an “outperform” rating and set a $410.00 target price on shares of Visa in a report on Friday, January 30th. Morgan Stanley reaffirmed an “overweight” rating and set a $415.00 target price on shares of Visa in a report on Wednesday, April 29th. UBS Group upped their target price on Visa from $390.00 to $410.00 and gave the company a “buy” rating in a report on Wednesday, April 29th. TD Cowen reaffirmed a “buy” rating on shares of Visa in a report on Friday, January 30th. Finally, Freedom Capital raised Visa from a “hold” rating to a “strong-buy” rating in a report on Monday, February 16th. Six investment analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Buy” and a consensus price target of $387.67.
Visa Stock Performance
Shares of V stock opened at $331.28 on Friday. Visa Inc. has a 12-month low of $293.89 and a 12-month high of $375.51. The firm has a market capitalization of $594.23 billion, a price-to-earnings ratio of 28.86, a price-to-earnings-growth ratio of 1.77 and a beta of 0.78. The business has a 50 day simple moving average of $312.36 and a 200 day simple moving average of $325.40. The company has a debt-to-equity ratio of 0.64, a current ratio of 1.09 and a quick ratio of 1.09.
Visa (NYSE:V – Get Free Report) last issued its quarterly earnings data on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.10 by $0.21. Visa had a return on equity of 65.00% and a net margin of 51.68%.The business had revenue of $11.23 billion during the quarter, compared to analyst estimates of $10.75 billion. During the same period in the prior year, the company posted $2.76 EPS. The business’s revenue for the quarter was up 17.1% compared to the same quarter last year. On average, equities research analysts anticipate that Visa Inc. will post 13.09 EPS for the current year.
Visa Dividend Announcement
The firm also recently disclosed a quarterly dividend, which will be paid on Monday, June 1st. Investors of record on Tuesday, May 12th will be issued a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend is Tuesday, May 12th. Visa’s dividend payout ratio is 23.34%.
Visa announced that its board has authorized a share repurchase program on Tuesday, April 28th that permits the company to repurchase $20.00 billion in shares. This repurchase authorization permits the credit-card processor to purchase up to 3.6% of its stock through open market purchases. Stock repurchase programs are typically a sign that the company’s board of directors believes its stock is undervalued.
Insider Buying and Selling
In related news, Director Lloyd Carney sold 650 shares of the stock in a transaction that occurred on Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total value of $201,253.00. Following the completion of the transaction, the director directly owned 2,679 shares of the company’s stock, valued at $829,471.98. This represents a 19.53% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Ryan Mcinerney sold 31,455 shares of the stock in a transaction that occurred on Wednesday, April 29th. The stock was sold at an average price of $340.14, for a total value of $10,699,103.70. Following the completion of the transaction, the chief executive officer directly owned 15,174 shares of the company’s stock, valued at $5,161,284.36. This trade represents a 67.46% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 42,744 shares of company stock valued at $14,356,010 in the last three months. 0.12% of the stock is currently owned by corporate insiders.
Visa News Summary
Here are the key news stories impacting Visa this week:
- Positive Sentiment: Visa announced new strategic partnerships and brand initiatives, including a collaboration with Trip.com in Asia-Pacific and a fan-focused soccer activation in Toronto, which support volume growth, merchant engagement, and brand visibility. Visa and Trip.com Partner to Reach Digital-First Travelers in Asia-Pacific
- Positive Sentiment: Analysts continue to view Visa favorably, citing a strong balance sheet, attractive valuation versus peers, and growth opportunities in AI commerce, stablecoins, and value-added services. Visa vs. Mastercard: Which Fintech Giant Is the Better Bet Now?
- Positive Sentiment: Visa highlighted growing demand for its agentic AI and digital payment tools, including a new “Agentic Ready” program in the UAE and messaging around making AI shoppers as trusted as human ones, which may help the market see the company as well positioned for next-generation commerce. Visa Wants to Make AI Shoppers as Trusted as Human Ones
- Neutral Sentiment: Visa’s Spring 2026 Threats Report warned that AI-fueled scams and social engineering are accelerating fraud, underscoring a tougher security landscape. While this could increase the need for Visa’s fraud-prevention solutions, it also highlights an ongoing risk for the payments ecosystem. Visa Threats Report: As Network Security Strengthens, Criminals Accelerate Shift to AI-Enabled Social Engineering
- Negative Sentiment: Recent headlines about Berkshire Hathaway fully exiting its Visa stake may create some overhang, since Warren Buffett’s former ownership had been viewed as a vote of confidence in the company. Greg Abel Just Sold Berkshire Hathaway’s Stake in Visa and Mastercard…
Visa Company Profile
Visa Inc is a global payments technology company that facilitates electronic funds transfers and digital commerce by connecting consumers, merchants, financial institutions and governments. The firm operates one of the world’s largest payment networks, providing processing, authorization, clearing and settlement services for credit, debit and prepaid card transactions. Visa’s network-based model enables partner banks and other issuers to offer branded payment products while Visa focuses on the infrastructure, standards and technologies that move money securely and efficiently around the world.
Visa’s product and service portfolio includes card-based payment products for consumers and businesses, real-time push-payment capabilities, tokenization and authentication services, fraud and risk-management tools, data analytics and APIs for fintech and merchant integration.
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